Client Profile

Information submitted for Client Profiles is protected and maintained in a manner consistent with GBG’s Privacy Policies. For the avoidance of doubt, submission of information through this form does not create an adviser/client relationship. Prospective clients will be required to execute a written investment advisory agreement with GBG in order to become an investment advisory client of GBG. By submitting this form, you consent to GBG contacting you or your representative using the provided contact information.
Do you consent?

YesNo

Client Profile
Full Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Date of Birth*

MonthDayYear
Date
Social Security Number*
Occupation / Title*

Are you married?

YesNo

Spouse Full Name*

First NameLast Name
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Spouse Date of Birth*

MonthDayYear
Date
Spouse Social Security Number
Spouse Occupation / Title

Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Bank Name
Registration Name(s)
Account Type

CheckingSavings
Account Number
Routing Number
Upload Copy of Voided Check

Cancelof

Do you have beneficiaries you would like to add?*

YesNo

Beneficiary 1 Full Name*

First NameLast Name
Beneficiary 1 Date of Birth*

MonthDayYear
Date
Beneficiary 1 Social Security Number
Beneficiary Type*

PrimaryContingent
Beneficiary percentage? *

Do you have additional beneficiaries you would like to add?*

YesNo

Beneficiary 2 Full Name*

First NameLast Name
Beneficiary 2 Date of Birth*

MonthDayYear
Date
Beneficiary 2 Social Security Number
Beneficiary Type*

PrimaryContingent
Beneficiary percentage? *

Do you have additional beneficiaries you would like to add?*

YesNo

Beneficiary 3 Full Name*

First NameLast Name
Beneficiary 3 Date of Birth*

MonthDayYear
Date
Beneficiary 3 Social Security Number
Beneficiary Type*

PrimaryContingent
Beneficiary percentage? *

Do you have additional beneficiaries you would like to add?*

YesNo

Beneficiary 4 Full Name*

First NameLast Name
Beneficiary 4 Date of Birth*

MonthDayYear
Date
Beneficiary 4 Social Security Number
Beneficiary Type*

PrimaryContingent
Beneficiary percentage? *